Citywire DPM Forum 2023
While 2023 has been somewhat brighter for client portfolios, and their professional money managers, market conditions remain subdued with most clients focused on short-term and highly liquid assets.
How have the key leaders of their respective managed solutions propositions continued to strengthen and evolve their DPM businesses? What has stood out for innovation and growth in capabilities and performance across the region?
Join us for these two power half day events which will bring together the key product selectors and portfolio managers who are managing and allocating discretionary portfolios for the leading private banks, IAMs/EAMs and families throughout Asia.
Confirmed heavyweight speakers include:
- Adrian Zuercher, Head Global Asset Allocation & Co-head Global Investment Management, APAC, Chief Investment Office, UBS Global Wealth Management
- Aleksey Mironenko, Global Head of Investment Solutions, Leo Wealth
- Ancus Mak, Head Mandate Advisory Greater China, Asia Investment Management, Bank Julius Baer
- Choonshik Yi, Head of DPM, North Asia, Union Bancaire Privée
- Colin Chau, Chief Investment Officer, Plutus Asset Management
- Gabriel Chan, Head of Investment Services, Hong Kong, BNP Paribas Wealth Management
Come join us for a champagne and a conversation.
![Paris S-1](https://site.citywire.com/hubfs/Paris%20S-1.png)
Register
Register
Conversation Partners
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Agenda
8:30 am - 9:00 am |
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9:00 am - 9:10 am |
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9:10 am - 9:50 am Panellists:
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10:00 am - 10:40 am |
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10:45 am - 11:25 am |
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11:30 am - 11:45 am |
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11:50 am - 12:30 pm Panellists:
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12:30 pm - 2:30 pm |
*The agenda is subject to change without prior notice.
Speakers
Speakers
![](https://site.citywire.com/hubfs/Adrian%20Zuercher.png)
Adrian Zuercher
Adrian Zuercher is Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for the multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee which defines the UBS CIO houseview. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management and product development. Adrian oversees regionally discretionary and advisory mandates, investment and alternatives funds, sustainable investing and the Wealth Planning offering.
Before joining UBS, Adrian was Head of Multi-Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in Hong Kong and Zurich where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F. van Lanschot Bankiers. Adrian holds a MSc in finance and economics from the University of Bern and is a CFA charterholder.
![](https://site.citywire.com/hubfs/Aleksey%20Mironenko%2c%20Leo%20Wealth%2c%20Headshot.png)
Aleksey Mironenko
Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm’s investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results and providing considered counsel to clients.
Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years.
Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock’s London, Tokyo and New York offices, helping institutions invest globally.
Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.
![](https://site.citywire.com/hubfs/Ancus%20Mak%2c%20Julius%20Baer%2c%20Headshot.png)
Ancus Mak
Ancus Mak is Head Mandate Advisory Greater China of Julius Baer, he oversees the discretionary mandate consulting activities of Bank Julius Baer’s Investment Management (IM) in North Asia. In this role, he has established IM’s Hong Kong franchise via strategic proposition and product development since he joined BJB in 2017.
He is integral in structuring appropriate discretionary investment solutions for HNW, UHNW and Institutional clients in North Asia.
Ancus has more than 15 years of experience in Investment Management. Before joining BJB, he was a Discretionary Portfolio Management Specialist at Deutsche Bank Wealth Management in the APAC region. Prior to that, Ancus worked as a Portfolio Solutions Specialist at Credit Suisse Private Bank, where he was responsible for managing multi-asset advisory portfolios.
Ancus also spent 5 years with JPMorgan Asset Management as Vice President of Intermediary Distribution. Ancus started his career as a finance journalist who covered the Hong Kong and China capital markets.
Ancus holds a MSc in Investment Management from Hong Kong University of Science and Technology.
![](https://site.citywire.com/hubfs/Choonshik%20Yi%2c%20UBP%2c%20Headshot.png)
Choonshik Yi
Choonshik Yi joined UBP Wealth Management Asia as Head of Discretionary Portfolio Management (DPM), North Asia in 2022, bringing his strong institutional equity portfolio management capability to the DPM team.
Choonshik previously worked in UBP Asset Management Asia, where he was Head of Asia Equities. Since joining in 2014, he has managed various flagship funds and regional mandates.
Choonshik has over 20 years of experience in the asset management industry. Before joining UBP, he was a fund manager at Hamon Investment Group, responsible for Asia ex-Japan portfolios and Korea/Taiwan research. Prior to that, he worked with Korea Investment Management running a wide range of products such as Asia ex-Japan, China, Taiwan, ASEAN, Vietnam and Global sector funds.
He has a BSc in Business Administration from Yonsei University in Seoul, Korea.
Speakers
![](https://site.citywire.com/hubfs/Colin%20Chau%2c%20Plutus%20AM%2c%20Headshot.png)
Colin Chau
![](https://site.citywire.com/hubfs/Gabriel%20Chan%2c%20BNPP%20WM%2c%20Headshot.png)
Gabriel Chan
Gabriel is Managing Director and Head of Investment Services, Hong Kong. He is
responsible for the development and delivery of investment services and offerings to clients in Hong Kong, as well as developing new initiatives and product ideas for local distribution.
Gabriel has over 17 years of experience in equity research and started his career in Wealth Management in 2017. Previously, he was the Head of Equity Research, APAC of BNP Paribas Securities Asia. He worked in a number of global financial institutions, including Credit Suisse, CLSA and Standard & Poor's.
Gabriel holds both Bachelor and Master of Arts degrees in Economics from the Queen's
University, Canada, and he is a Chartered Financial Analyst.
Workshops
Workshops
![](https://site.citywire.com/hubfs/Invesco_Global_Logo_Blue_Pos_RGB%20(10).png)
Unlocking Opportunities In Fixed Income With ETFs
With last year’s dramatic reset in bond markets, many investors are turning to ETFs for access, liquidity, and flexibility to navigate today’s changing markets. In this workshop, Tom Digby (Director, Head of ETF Business Development & Capital Markets APAC, Invesco ETFs & Indexed Strategies) will discuss the benefits of the ETF vehicle, why use ETFs for fixed income investing, and how investors can use fixed income ETFs to construct core and tactical asset allocations in multi-asset portfolios.
Workshop Objective: To remind the participants the benefits of the ETF vehicle, why use ETFs for fixed income investing, and how investors can use fixed income ETFs to construct core and tactical asset allocations in multi-asset portfolios.
Company Profile: Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.
Having been in the region since 1962, Invesco is one of the most experienced investment firms in Asia Pacific. We have comprehensive geographical coverage with offices in Australia, China, Hong Kong SAR, India, Japan, Singapore, South Korea, and Taiwan. In addition, Invesco has a presence in China via a joint-venture, Invesco Great Wall.
Tom Digby
Head of ETF Business Development and Capital Markets, Asia Pacific
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Tom Digby leads the ETF Business Development and Capital Markets team in Asia Pacific. The Business Development team helps Invesco clients across Asia Pacific, generate better outcomes in their investment portfolios whilst expanding Invesco’s ETF presence and capabilities across the region.
In addition, Tom leads the ETF Capital Markets team who provide in-depth trading, liquidity, product structure and market knowledge which help educate investors and market participants trade ETFs.
Jennifer Chi
Manager, Intermediary Sales
Christopher Crea
ETF Specialist, Asia Pacific
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Making Asian Credit Pay: Staying Focused on Fundamentals
Asia's strong growth momentum bodes well for continued robust returns from regional fixed income assets -- if investors know where to look.
We believe the favorable macro backdrop offers a bright outlook for high-grade companies with strong balance sheets and good liquidity. This creates stability that investors should embrace to secure income from high-quality credit at attractive valuations - while recessionary forces dampen sentiment in developed markets. Across Asia Pacific, we see increased returns dispersion with compelling opportunities in both investment grade and high yield markets such as Indonesia, India, Japan, Australia, Macau and Korea. In China, selective efforts to shore-up the economy are underway. While we continue to adopt a more defensive approach, we acknowledge that opportunities still exist.
To explore the region's fixed income potential, this session with Andy Suen, Co-head of Asia ex-Japan Fixed Income at PineBridge Investments, aims to answer key questions such as:
• Will investment grade remain the sweet spot for Asia? How selective do we need to be in high yield?
• How is Asian credit compared to other developed and emerging markets counterparts?
• How will Fed’s and other central banks’ actions impact Asian fixed income?
• What are the emerging opportunities for 2024 across markets and sectors?
• How should investors position China in fixed income portfolios given the slower growth regime?
Workshop Objective: To explore APAC’s fixed income potential and help investors uncover opportunities within the IG and HY space amid uncertainties
Company Profile: PineBridge Investments is a private, global asset manager focused on active, high-conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 30 June 2023, the firm managed US$148.5 billion^ across global asset classes for sophisticated investors around the world.
^ AUM as of 30 June 2023 includes US$48.5 billion (US$19.3 billion equities, US$21.3 billion fixed income, US$7.9 billion multi-asset) of assets managed by joint ventures or other entities not wholly owned by PineBridge Investments. AUM also includes PineBridge Benson Elliot Real Estate AUM of US$3.8 billion.
Andy Suen, CFA, FRM
Co-Head of Asia ex-Japan Fixed Income, PineBridge Investments, Hong Kong
![](https://site.citywire.com/hubfs/Andy%20Suen.jpg)
Andy Suen joined PineBridge Investments in 2012 and is currently Co-Head of Asia ex-Japan Fixed Income and Portfolio Manager within the firm’s emerging markets fixed income team. In this role, Mr. Suen’s responsibilities include portfolio management and overseeing the firm’s Asia fixed income capabilities. In addition, Mr. Suen is a member of the global emerging market fixed income leadership team, participating in the strategy development and execution as well as key investment forums. Mr. Suen and the strategies he manages have been recognized for industry-leading performance by several industry organizations including Morningstar, Bloomberg, The Asset, Citywire, and others.
Mr. Suen began his career in the industry in 2007 as a credit research analyst and has extensive analysis experience covering Asian credit. Prior to taking up the current role, he served as the firm’s Head of Asia ex-Japan Credit Research for three years. Prior to joining PineBridge Investments, Mr. Suen’s investment experience included serving as a credit desk analyst at BNP Paribas’ Asia flow credit trading desk and a publishing credit analyst at UBS Asia credit research team.
Mr. Suen holds a Master’s degree in Financial Mathematics from the Hong Kong University of Science and Technology and a Bachelor’s degree in Actuarial Science with First Class Honours from the University of Hong Kong. He is a CFA Charterholder and a Certified FRM.
Nicolas Kopitsis
Head of Intermediary Distribution, Asia
Kristy Wong
Senior Vice President, Intermediary Distribution, Greater China
Henry Sham
Business Development Analyst, Intermediary Distribution, Greater China